Life Planning

Offer tangible carer support. The Evaheld Legacy Vault helps carers organise essential information and create respite through shared access, reducing their mental load.

This guide shows how community organisations can host planning conversations that help people organise Essentials, record Health & Care wishes via a QR Emergency Access Card, and preserve Story & Legacy. Evaheld builds preparedness, trust and participation without changing existing service workflows.

Life transitions can be overwhelming. This guide explores how planning tools help customers organise care wishes, documents, and personal information to navigate change with confidence.

Life planning tools help employees organise important personal information, prepare for future needs, and reduce stress. These tools contribute to improved wellbeing, engagement, and resilience across the workforce.

Legacy planning is increasingly used by organisations to support staff and clients beyond traditional services. It helps people organise care preferences, essential documents, and personal information while strengthening wellbeing, engagement, and long-term relationships.

Evaheld is a digital legacy platform designed to help people organise care preferences, essential records, and personal legacy information in one secure place. It supports families through life transitions by improving access to health details, documents, and meaningful personal information when it’s most needed.

Don't wait for a crisis. Proactively plan for future healthcare needs, financial security, and personal wishes at any age with our future-proofing guide for Australians.

For member-based organisations—unions, associations, super funds—offering legacy planning tools is a powerful way to deliver continuous value. This resource shows how the service is relevant at every age: helping young members name guardians for children, assisting mid-career professionals with life admin, and supporting retirees in documenting their stories and care wishes. It transforms the member relationship from transactional to deeply supportive, addressing a universal need with practical tools. This strengthens engagement, differentiates the organisation in a competitive market, and builds a powerful perception of the organisation as a trusted, lifelong partner in its members’ wellbeing.

Forward-thinking companies are adding legacy planning to their employee benefits package. This guide explains the compelling ‘why’ for HR leaders. Financial and future-oriented stress significantly impacts wellbeing and productivity. By offering employees a tool to organise their affairs, document wishes, and secure their family’s future, companies address a core source of anxiety. This demonstrates a genuine, holistic commitment to employee welfare that goes beyond standard perks. The result is a more focused, loyal, and resilient workforce that feels supported in all aspects of life. It’s a low-cost, high-impact benefit that boosts retention and positions the company as a true employer of choice.

Organisations that support clients through major life changes—like retirement, divorce, or illness—can offer legacy planning as a powerful extension of their care. This article illustrates how. A financial planner can help a retiring client capture stories to pass on with their wealth. A counsellor can support someone with a new diagnosis in documenting their healthcare wishes. By providing the tools for this reflective, future-focused work, organisations help clients find clarity, assert control during uncertain times, and take concrete steps to protect their families. This adds profound, tangible value to the client relationship, fostering immense trust and long-term loyalty.

Legacy planning isn’t something you do at the end of life — it’s something that supports better living at every stage. By capturing your stories, organising important documents, and planning ahead, you create clarity, reduce stress for loved ones, and make everyday decisions easier. Legacy planning helps you live with intention, not uncertainty.

Evaheld Rooms provide the structure to manage your legacy with precision. This complete guide explains how to create dedicated, secure spaces for different aspects of your life and different groups of people. Learn to set up a private 'My Story' room for personal reflections, a 'Family Vault' for shared memories, a 'Healthcare' room for your advance care directive to share with doctors, and a 'Legal' room for sensitive documents for your executor. We walk you through setting permissions, adding content, and inviting specific people to specific rooms. This system ensures you share the right information with the right people at the right time, maintaining total control over your privacy.